PLACEMENT SPECIALIST CL

TRICOR Insurance; Wisconsin; On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Flexible scheduling

Paid time off + volunteering day

Health, Dental & Vision Insurance

HSA/HRA options

401(k) Retirement Plan

Opportunities for advancement

Family-owned culture

Job summary

TRICOR Insurance is seeking an experienced Insurance Placement Specialist to join our Commercial Insurance team. You will partner with Producers, market accounts, and negotiate with carriers to secure competitive solutions that drive client and agency success.

This role requires a licensed Commercial Lines professional who thrives in a fast-paced, multitasking environment and values collaboration, accuracy, and problem solving.

Qualifications

• Licensed Commercial Lines professional or eligible for licensure.
• Strong attention to detail and accuracy in documentation.
• Proven ability to manage multiple tasks and deadlines.
• Excellent written and verbal communication with carriers and colleagues.

Responsibilities

• Coordinate with internal sales producers to receive client information and requirements.
• Work with insurance carriers and underwriters to obtain quotes and negotiate terms.
• Manage proposal preparation, documentation, and carrier follow-up processes.
• Maintain accurate records in insurance systems and ensure timely data entry.
• Support internal teams with questions and issue resolution.

Skills

Attention to Detail

Team Collaboration

Problem Solving

Communication

Adaptability

Education

High School diploma or equivalent

Tools

MS Office

Job description

Ready to take your Commercial Insurance career to the next level? TRICOR is growing and looking for an experienced Insurance Placement Specialist to join our Commercial Insurance team.This is an excellent opportunity for a licensed Commercial Lines professional who enjoys the strategy and challenge of insurance placement and is looking to expand their impact in a collaborative, results-driven organization. You'll partner directly with some of TRICOR's most successful Producers, marketing accounts, negotiating with carriers, and helping secure competitive insurance solutions that drive client and agency success. If you thrive in a fast-paced environment, excel at managing competing priorities, and enjoy solving complex placement challenges, we'd love to hear from you. Behind every successful Producer is a Placement Placement helping drive results, deliver solutions, and keep business moving forward.Why Join TRICOR?Flexible scheduling with a strong work-life balancePaid time off including a personal volunteering dayHealth, Dental & Vision InsuranceHSA/HRA options401(k) Retirement Plan with access to a Certified Financial PlannerOpportunities for advancementFamily-owned culture focused on employee successWhat You Will DoCoordinate with internal sales producers to receive client information and requirementsWork with insurance carriers and underwriters to obtain quotes and negotiate termsManage proposal preparation, documentation, and carrier follow-up processesMaintain accurate records in insurance systems and ensure timely data entry and documentationSupport internal teams with questions, issue resolution, and promote TRICOR in the communityWho Succeeds in These Roles?Successful candidates possess the following core competencies:Attention to Detail: Accuracy is essential in reviewing, processing, and entering insurance information.Team Collaboration: You work well in a team environment and value supporting others.Problem Solving: You are resourceful and proactive in addressing carrier inquiries and resolving issues.Communication: Strong written and verbal skills to interact professionally with carriers and team members.Adaptability: Comfortable using technology, managing multiple tasks, and maintaining organization in a dynamic environment.Who Should Apply?We encourage candidates who meet the following qualifications to apply:High School diploma or equivalent requiredPrevious insurance industry experienceStrong organizational and time management skillsTech-savvy with proficiency in MS Office and ability to learn new systemsExcellent interpersonal, problem-solving, and communication skillsInsurance license (or willingness to obtain)Preferred Qualifications:Prior insurance working with Commercial Insurance CarriersPrior experience working with underwriting teamsWe value diversity and believe forming teams in which everyone can be their authentic self is the key to our success. We encourage people from underrepresented backgrounds and different industries to apply. To learn more about TRICOR Insurance and to apply visit our Careers page at www.tricorinsurance.com/tricor-careers.Come join us and find out what the best work of your career could be like!